SupportPlatform CustomizationHow to Set Required Assessment

How to Set Required Assessment

Support Team

Posted by Support Team on May 19, 2024 — Updated on May 18, 2025

Within the platform, you have the ability to require your clients to complete an assessment to access their content.

Link

1. Click “Account”.

Click “Account”.

Click 'Account'.

2. Click “Customize Platform”.

Click “Customize Platform”.

Click 'Customize Platform'.

3. Select Assessment.

In Platform Settings tab, under General Settings, scroll down to Custom Content section. Go to “Enter an Assessment or a Sequence that is required for anyone to access their content” field and choose an assessment from the drop down list.

Select Assessment.

4. Click “Save”.

Scroll down and click the “Save” button.

Click 'Save'.

Now your clients will be required to complete the assessment before they can access their account.


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